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investment themes: What is the best way to bet on the Indian consumer? Ravi Dharamshi explains

Ravi Dharamshi of ValueQuest Investment discusses market dynamics, emphasizing the potential in NBFCs, pharma, and discretionary consumption sectors. Despite challenges, he remains optimistic about future growth opportunities and easing liquidity. Dharamshi says: "For the mass consumption basket to pick up, the trickle-down effect as well as the pent-up demand of the last few years should pan out over the next three-five years."

India , Lucknow , Uttar-pradesh , Ravi-dharamshi , Indian-school-of-business , Offering-college , Valuequest-investment , Reserve-bank , Five-star , Leadership-excellence , Executive-officer , Operations-officer

investment themes: Volatility in second half of FY25? What among these 4 themes will last for 5-7 years? Ravi Dharamshi answers

Ravi Dharamshi discusses market challenges, recognized themes, and investment opportunities amidst varying market valuations. Emphasis on identifying winning players within sectors for potential long-term growth and investment prospects. Dharamshi says: "The rural consumer is not yet doing very well. Discretionary consumption at the bottom of the pyramid is not doing very well."

Lucknow , Uttar-pradesh , India , China , Kozhikode , Kerala , Ravi-dharamshi , Offering-college , Indian-school-of-business , Valuequest-investment , Leadership-excellence , Product-officer

IPO boom! Madhu Kela's unlisted solar stock surges 300%. Should you invest in the sun?

Shares of unlisted Waaree Energies, India's largest solar PV module manufacturer, have surged 300% in the last 6 months, backed by investors like Madhu Kela, ValueQuest's Ravi Dharamshi and Arvind Kothari-run Niveshaay, ahead of their planned IPO launch. Divam Sharma attributes the surge in price to the DRHP filing and favorable sector valuations. The unlisted solar stock is commanding a market value of Rs 46,000 crore now.

India , China , Odisha , Orissa , Mumbai , Maharashtra , Chinese , Madhu-kela , Madhusudhan-kela , Valuequest-ravi-dharamshi , Divam-sharma , Pradhanmantri-suryodaya-yojana

ravi dharamshi: It will be smart to reduce risk in capex themes: Ravi Dharamshi

Ravi Dharamshi, CIO of ValueQuest Investment, discusses the challenges in the Indian market. He mentions that exports and rural consumers are not performing well, and liquidity is tight from RBI's perspective. He believes that sector-specific PLI schemes and better implementation could provide a boost. The delicate balance between growth and fiscal consolidation is being maintained. Dharamshi suggests focusing on improving divestments and increasing revenue for more spending. He also highlights the importance of energy transition, specifically transmission capex, for India's success. Regarding the banking sector, he clarifies that the issues faced by HDFC Bank are not sector-specific.

India , Ravi-dharamshi , Valuequest-investment , Might-also-like , Fiscal-consolidation , Fiscal-deficit , Rural-consumers , Pli-schemes , Interim-budget-2024-vote-on-account , Expert-view , Et-now

ET NOW and ET NOW SWADESH announce Budget 2024 – Vikas Ki Guarantee

ET NOW and ET NOW SWADESH announce Budget 2024 – Vikas Ki Guarantee
indiantelevision.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from indiantelevision.com Daily Mail and Mail on Sunday newspapers.

Mumbai , Maharashtra , India , Ashok-tyagi , Sanjay-malhotra , Swaminathan-aiyar , Ravi-dharamshi , Arnav-pandya , Nikunj-dalmia , Ashish-jain , Sanjay-kumar-aggarwal , Keshav-bhajanka

ET NOW and ET NOW SWADESH announce Budget 2024 – Vikas Ki Guarantee

ET NOW and ET NOW SWADESH announce Budget 2024 – Vikas Ki Guarantee
adgully.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from adgully.com Daily Mail and Mail on Sunday newspapers.

India , V-ananth-nageswaran , Sunil-subramaniam , Gautam-shah , Arnav-pandya , Vivek-joshi , Nitin-gadkari , Dinesh-nolkha , Sanjeev-bikhchandani , Suvankar-sen , Ashish-jain , Swaminathan-aiyar

psu stocks to buy: Ravi Dharamshi on how to approach PSU stocks and why he dumped IT

Ravi Dharamshi says: “IT companies have old legacy business, which is rolling off; and then there is this new business, which is digitisation, that is picking up. But the one that is rolling off is rolling off faster than the one that is growing. So at an aggregate level, these companies are not able to grow beyond 8, 10%, some gave guidance of 1 to 3%.”

Lucknow , Uttar-pradesh , India , Ravi-dharamshi , Offering-college , Infosys , Indian-school-of-business , Valuequest-investment , Leadership-excellence , Marketing-officer , Operations-officer , Might-also-like

midcaps: If you want to make money and generate wealth, learn to stomach volatility as well: Ravi Dharamshi

Ravi Dharamshi says: “Iif you get the correction right, you will not get the entry point right. The smarter thing, the wiser thing to do is stay put, reduce the risk in your portfolio by getting rid of the lower quality names and expect some volatility and lower your expectations. That is what I would say.”

China , Russia , Lucknow , Uttar-pradesh , India , Naren , Jammu-and-kashmir , Ukraine , Kozhikode , Kerala , Harshad-mehta , Ravi-dharamshi

Ravi Dharamshi bullish on renewables, banks, but stays cautious on pharma

Speaking of the sleeping banking sector, the market expert believes that their time to rally is finally here. Large banks like HDFC Bank and Kotak Mahindra Bank have barely given any returns moved in the past one year

Karnataka , India , Sun-pharma , Ravi-dharamshi , Cipla , Praj-industries , Kotak-mahindra-bank , Valuequest-investment-advisors , Mirae-asset-financial , Arket , Ive-updates , Tock-market-stock

Analyst call tracker: ICICI Bank top pick in banking space; Kotak Mahindra least favourite

Around 16 brokerages shared ‘hold’ call for Kotak Mahindra Bank in November, while ICICI Bank shares bagged 48 ‘buy’ calls, showed Moneycontrol’s analyst call tracker

Ravi-dharamshi , Andrew-holland , Uday-kotak , Ashok-vaswani , Ashok-vashwani , Bank-nifty , Citigroup , Bank-ro , Icici-bank , Kotak-mahindra-bank , Barclays , Kotak-bank